PFG
Price
$79.38
Change
-$1.57 (-1.94%)
Updated
Jul 15 closing price
Capitalization
20.36B
12 days until earnings call
SPDG
Price
$39.16
Change
-$0.30 (-0.76%)
Updated
Jul 14 closing price
Net Assets
10.18M
Interact to see
Advertisement

PFG vs SPDG

Header iconPFG vs SPDG Comparison
Open Charts PFG vs SPDGBanner chart's image
Principal Financial Group
Price$79.38
Change-$1.57 (-1.94%)
Volume$1.11M
Capitalization20.36B
SPDR Portfolio S&P Sector Netrl Div ETF
Price$39.16
Change-$0.30 (-0.76%)
Volume$1.14K
Net Assets10.18M
PFG vs SPDG Comparison Chart in %
Loading...
PFG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SPDG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
PFG vs. SPDG commentary
Jul 16, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PFG is a Hold and SPDG is a Hold.

Interact to see
Advertisement
COMPARISON
Comparison
Jul 16, 2025
Stock price -- (PFG: $79.38)
Brand notoriety:
Market capitalization --

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

PFG’s FA Score shows that 0 FA rating(s) are green while.

  • PFG’s FA Score: 0 green, 5 red.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

PFG’s TA Score shows that 3 TA indicator(s) are bullish.

  • PFG’s TA Score: 3 bullish, 5 bearish.

Price Growth

PFG (@Investment Managers) experienced а -2.58% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.05%. For the same industry, the average monthly price growth was +10.60%, and the average quarterly price growth was +14.57%.

Reported Earning Dates

PFG is expected to report earnings on Oct 23, 2025.

Industries' Descriptions

@Investment Managers (+2.05% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
Loading...
FUNDAMENTALS RATINGS
PFG: Fundamental Ratings
PFG
OUTLOOK RATING
1..100
20
VALUATION
overvalued / fair valued / undervalued
1..100
50
Fair valued
PROFIT vs RISK RATING
1..100
100
SMR RATING
1..100
100
PRICE GROWTH RATING
1..100
51
P/E GROWTH RATING
1..100
100
SEASONALITY SCORE
1..100
n/a

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
PFGSPDG
RSI
ODDS (%)
Bearish Trend 2 days ago
66%
Bearish Trend 2 days ago
64%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
65%
Bearish Trend 2 days ago
76%
Momentum
ODDS (%)
Bearish Trend 2 days ago
62%
Bullish Trend 2 days ago
89%
MACD
ODDS (%)
Bullish Trend 2 days ago
64%
Bearish Trend 2 days ago
70%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
58%
Bearish Trend 2 days ago
64%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
58%
Bullish Trend 2 days ago
87%
Advances
ODDS (%)
Bullish Trend 16 days ago
65%
Bullish Trend 15 days ago
84%
Declines
ODDS (%)
N/A
Bearish Trend 3 days ago
68%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
84%
Bearish Trend 2 days ago
71%
Aroon
ODDS (%)
Bearish Trend 2 days ago
53%
Bullish Trend 2 days ago
81%
View a ticker or compare two or three
Interact to see
Advertisement
PFG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SPDG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
KWHIF69.10N/A
N/A
Kawasaki Heavy Industries Ltd.
WFRSF1.49N/A
N/A
West African Resources Ltd.
MCRAA46.10N/A
N/A
McRae Industries, Inc.
SLTFF0.08N/A
N/A
Pegasus Resources Inc.
CLPHY8.27-0.07
-0.84%
CLP Holdings Ltd.

SPDG and

Correlation & Price change

A.I.dvisor indicates that over the last year, SPDG has been closely correlated with PH. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if SPDG jumps, then PH could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SPDG
1D Price
Change %
SPDG100%
N/A
PH - SPDG
75%
Closely correlated
-0.48%
ADI - SPDG
75%
Closely correlated
-1.25%
TROW - SPDG
75%
Closely correlated
-1.59%
ITW - SPDG
74%
Closely correlated
-0.49%
PFG - SPDG
74%
Closely correlated
-1.94%
More